See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $350,723 | $110,261+218.1% | $95,745+266.3% | $139,434+151.5% |
| Participation rate | 71.4% | 75.8%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 13.32% | 27.11%-13.8pp | 28.35%-15.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,253 | $3,257-30.8% | $2,835-20.5% | $4,751-52.6% |
| Participant deferral / active EE | $5,073 | $4,676+8.5% | $4,245+19.5% | $6,710-24.4% |
| Admin fee / account holder | $10,495 | $6,613+58.7% | $5,678+84.8% | $11,403-8.0% |